| 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-157 | | --- | --- | --- | | 债券代码：127107 | 债券简称：领益转债 | | 广东领益智造股份有限公司 关于提前赎回"领益转债"实施暨即将停止转股的 重要提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： 1、最后转股日：2025 年 10 月 14 日 2025 年 10 月 14 日是"领益转债"最后一个转股日，当日收市前，持有"领 益转债"的投资者仍可进行转股；2025 年 10 月 14 日收市后，未转股的"领益 转债"将停止转股。 2、截至 2025 年 10 月 10 日收市后，距离"领益转债"停止转股并赎回仅剩 2 个交易日。本公司特别提醒"领益转债"持有人务必认真阅读本公告，充分了 解相关风险，注意最后转股时间，审慎作出投资决策。 特别提示： 1、"领益转债"赎回价格：100.181 元/张（含当期应计利息，当期年利率为 0.20%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公司 深圳分公司（以 ...

Core Insights - The 2025 Fortune Sustainable Development Summit was successfully held in Fuzhou, focusing on the theme "Intelligent Era, Intelligent Coexistence" and gathering nearly 200 global business leaders, policymakers, and academic experts to explore sustainable development paths empowered by technology [1] Group 1: Key Themes and Discussions - The summit featured 40 speakers from various sectors including AI, internet, manufacturing, new energy, finance, and health, discussing how smart technologies can accelerate growth while avoiding excessive environmental consumption [1] - Key topics included the social responsibilities of multinational companies in a fragmented geopolitical landscape and the protection of human creativity and development rights in an algorithm-driven era [1] Group 2: ESG Practices and Globalization - Companies are encouraged to ensure that suppliers meeting ESG standards will gain more orders and global opportunities, highlighting the competitive edge of Chinese suppliers in quality, cost, and delivery [6] - The urgency for green and low-carbon transformation in the chemical industry is emphasized, aligning with national dual carbon goals and the increasing demand for green materials from international brand clients [6] Group 3: Sustainable Consumption and Corporate Responsibility - The importance of circular economy practices is highlighted, where manufacturers must innovate in product design and lifecycle management, while consumers are also encouraged to participate in sustainable practices [30] - The wine industry is recognized as a participant in environmental practices, emphasizing the necessity of establishing a good ecological environment as a fundamental requirement [33] Group 4: Financial Instruments and ESG Integration - Green financial products like green bonds are seen as a driving force for companies to integrate international ESG concepts into their development, effectively addressing regulatory challenges and attracting international capital [41] - Companies are advised to balance production activities with ecological diversity protection, ensuring that sustainable financial tools align with their sustainability goals [45] Group 5: Technological Innovations in ESG - The application of cutting-edge technologies such as AI and big data is crucial for enhancing ESG management, transitioning from compliance to data-driven value creation [62] - Companies are encouraged to leverage technology to improve operational efficiency and sustainability, with a focus on accurate and transparent data for ESG disclosures [68]

Core Insights - The company has begun bulk shipments of cooling modules to international clients such as AMD, showcasing its capability in providing comprehensive thermal management solutions [2] - The company has developed a range of products including CDU, liquid cooling modules, liquid cooling plates, air cooling modules, heat pipes, uniform heat plates, and graphite sheets, applicable in various sectors such as humanoid robots, servers, optical modules, XR, and mobile phones [2] - The company is actively advancing its hardware manufacturing business for embodied robots and has made progress in areas such as soft goods and wireless charging [2]

Group 1 - The Tonghuashun Fruit Index concept fell by 4.64%, ranking among the top declines in concept sectors, with stocks like GoerTek, Changying Precision, and Huaxin Electronics leading the declines [1] - The main capital outflow from the Tonghuashun Fruit Index concept was 8.627 billion yuan, with 13 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 1 billion yuan [1] - The stock with the highest net outflow was Luxshare Precision, with a net outflow of 2.803 billion yuan, followed by Changying Precision and Lingyi iTech with net outflows of 1.151 billion yuan and 1.113 billion yuan respectively [1] Group 2 - The top inflow stocks included Zhongshi Technology, Dongshan Precision, and BOE A, with net inflows of 73.6559 million yuan, 60.1587 million yuan, and 57.2405 million yuan respectively [2] - The stocks with the highest capital outflow included Luxshare Precision (-6.89%), Changying Precision (-9.22%), and Lingyi iTech (-6.64%) [2] - The overall market sentiment reflected a significant outflow of funds from the Tonghuashun Fruit Index concept, indicating potential investor caution in this sector [1][2]

Core Viewpoint - The consumer electronics sector experienced a significant decline of 4.26% on October 10, with major stocks like GoerTek leading the drop, reflecting broader market trends as the Shanghai Composite Index fell by 0.94% and the Shenzhen Component Index decreased by 2.7% [1][3]. Market Performance - The consumer electronics sector saw a net outflow of 11.2 billion yuan from major funds, while retail investors contributed a net inflow of 8.05 billion yuan [3][4]. - Key stocks in the sector included: - GoerTek (002241) closed at 35.87 yuan, down 9.40% with a trading volume of 2.06 million shares [3]. - Longying Precision (300115) closed at 37.40 yuan, down 9.22% with a trading volume of 1.86 million shares [3]. - Luxshare Precision (002475) closed at 60.80 yuan, down 6.89% with a trading volume of 2.61 million shares [3]. Individual Stock Highlights - Notable gainers included: - Zhihui Technology (300686) with a closing price of 15.56 yuan, up 6.87% [1]. - Yabo Xuan (920357) closed at 27.92 yuan, up 3.79% [1]. - Conversely, significant losers included: - Huqin Technology (603296) down 8.76% [3]. - Lingyi Technology (002600) down 6.64% [3]. ETF Insights - The Consumer Electronics ETF (product code: 159732) tracks the Guozheng Consumer Electronics Theme Index, with a recent market performance showing a decrease of 56 million shares to a total of 3.77 billion shares, and a net inflow of 11.12 million yuan [6].

Group 1 - The company, Lingyi iTech, has successfully become a core supplier for AMD, indicating a significant partnership development [1] - The collaboration will involve various product series projects, suggesting a broad scope of engagement between the two companies [1]

Group 1: Liquidity and Performance of Rare Earth ETF - The liquidity of the Rare Earth ETF managed by Jiashi has a turnover rate of 3.15% with a transaction volume of 251 million yuan [3] - Over the past week, as of October 9, the average daily transaction volume of the Rare Earth ETF reached 783 million yuan, ranking first among comparable funds [3] - The fund's scale increased by 386 million yuan in the past two weeks, also ranking first among comparable funds [3] - The number of shares increased by 2.131 billion in the past three months, marking significant growth and ranking first among comparable funds [3] - As of October 9, the net value of the Rare Earth ETF has risen by 93.31% over the past year, placing it in the top 0.16% of index equity funds [3] - The highest monthly return since inception was 41.25%, with the longest consecutive monthly increase being four months and a maximum increase of 83.89% [3] Group 2: Rare Earth Industry Policy and Supply Chain - The Ministry of Commerce has introduced a new round of export control policies for rare earths, aimed at strengthening management of the rare earth industry chain [4] - These policies include regulations on the recycling and utilization of secondary resources, with expectations that by 2025, secondary recovery will account for 27% of the rare earth supply chain [4] - The new regulations will strictly control the incremental supply of rare earths, making it difficult for the market to experience sudden increases in supply [4] - The focus of these controls is primarily on medium and heavy rare earths, including metals such as samarium, dysprosium, and terbium [4] - The tightening of policies may lead to frequent fluctuations in rare earth supply, potentially improving the overall supply-demand dynamics in the industry [4] Group 3: Top Weighted Stocks in Rare Earth Industry - The top ten weighted stocks in the Zhongzheng Rare Earth Industry Index account for a total of 61.96% of the index [3] - The leading stocks include Northern Rare Earth, Wolong Electric Drive, Lingyi Zhi Zao, China Rare Earth, Shenghe Resources, Greeenmei, Goldwind Technology, Baotou Steel, Xiamen Tungsten, and China Aluminum [3] - The performance of these stocks varies, with Northern Rare Earth showing a decline of 0.81% and China Rare Earth declining by 2.51% [6]

Core Viewpoint - Linying Intelligent Manufacturing has seen a significant stock price increase of 16.79% over the past three days, closing at 18.19 CNY per share with a market capitalization of 132.404 billion CNY [1] Group 1: Company Overview - Linying Intelligent Manufacturing, established on July 1, 1975, is located in Jiangmen City, Guangdong Province, and was listed on July 15, 2011 [1] - The company's main business involves the production and sales of new electronic components, mobile phone, and computer accessories [1] - Revenue composition: AI terminals account for 88.32%, other products 6.68%, and automotive and low-altitude economy 5.01% [1] Group 2: Shareholder Information - Huaxia Fund's Huaxia CSI 300 ETF (510330) entered the top ten circulating shareholders in Q2, holding 26.104 million shares, representing 0.38% of circulating shares [2] - The ETF has generated a floating profit of approximately 26.365 million CNY today and 64.477 million CNY during the three-day price increase [2] - The fund was established on December 25, 2012, with a current size of 196.701 billion CNY and a year-to-date return of 22.37% [2] Group 3: Fund Performance - Huaxia Pan Sheng Mixed (LOF) (160324) holds 115,400 shares of Linying Intelligent Manufacturing, making it the eighth-largest holding in the fund [3] - The fund has generated a floating profit of about 116,600 CNY today and 285,000 CNY during the three-day price increase [3] - Established on May 31, 2017, the fund has a current size of 67.417 million CNY and a year-to-date return of 23.25% [3]

Summary of Key Points Core Viewpoint The announcement from Guangdong Lingyi Intelligent Manufacturing Co., Ltd. details the early redemption of its convertible bonds, "Lingyi Convertible Bonds," highlighting important dates and conditions for bondholders to take action before the bonds cease to be convertible. Group 1: Redemption Details - The last conversion date for "Lingyi Convertible Bonds" is October 14, 2025, after which unconverted bonds will stop being convertible [1][3] - The redemption price is set at 100.181 CNY per bond, including accrued interest at an annual rate of 0.20% [2][10] - The redemption conditions were met on September 8, 2025, as the company's stock price met the required threshold for 15 out of 30 trading days [5][6] Group 2: Important Dates - The bonds will stop trading on October 10, 2025, and will stop being convertible on October 15, 2025 [4][12] - The redemption date is also October 15, 2025, with funds reaching the issuer's account by October 20, 2025, and bondholders receiving their redemption payments by October 22, 2025 [4][13] Group 3: Bondholder Actions - Bondholders are advised to ensure that any pledged or frozen bonds are released before the conversion deadline to avoid forced redemption [3][5] - The company will issue daily announcements leading up to the redemption date to remind bondholders of the relevant details [11]

| 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-155 | | --- | --- | --- | | 债券代码：127107 | 债券简称：领益转债 | | 广东领益智造股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股份回购方案概述 广东领益智造股份有限公司（以下简称"公司"）于 2025 年 4 月 11 日召开第 六届董事会第十一次会议，审议通过了《关于回购公司股份方案的议案》，同意 公司以自有资金及回购专项贷款回购部分公司股份；回购股份的种类为公司已发 行上市的人民币普通股（A 股）股票，回购股份的资金总额不低于人民币 2 亿元 （含），不超过人民币 4 亿元（含），回购股份的价格不超过人民币 13.18 元/股（含 本数）。公司已在中国证券登记结算有限责任公司深圳分公司开立了回购专用证 券账户，并分别于 2025 年 4 月 15 日及 2025 年 4 月 19 日披露了《关于回购公司 股份方案的公告》《回购报告书》，具体内容详见巨潮资讯网（www.cninfo.com.c ...